14 Top Year-End Tax Moves For Individuals In 2014

14 Top Year-End Tax Moves For Individuals In 2014

By Abby Belvin

‘Tis the season for year-end tax planning. By making tax moves, particularly those that relate to your investments, as the…

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People Who Plan For Retirement Have More Wealth

People Who Plan For Retirement Have More Wealth

By wfalwadmin

The hardest question we help clients figure out is how much they need for retirement. It is a complex question…

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A Social Security Benefit Calculator? It's Not Foolproof

A Social Security Benefit Calculator? It's Not Foolproof

By wfalwadmin

One critical financial decision for soon-to-be retirees is when to begin collecting Social Security benefits. Putting aside other concerns—such as…

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Keeping A 529 Plan Rolling Along

Keeping A 529 Plan Rolling Along

By wfalwadmin

If you were thinking ahead, you may have set up a tax-advantaged Section 529 plan for your first child at…

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IRS Announces 2015 Pension Plan Limitations

IRS Announces 2015 Pension Plan Limitations

By wfalwadmin

The IRS has announced cost-of-living adjustments that will affect dollar limitations for retirement plans in the tax year 2015. Highlights…

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Key Aspects Of Key-Person Insurance

Key Aspects Of Key-Person Insurance

By wfalwadmin

Life insurance is a crucial part of most personal estate plans, but it also could be very important for your…

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Review Beneficiary Designations

Review Beneficiary Designations

By wfalwadmin

Planning for the various estate transfer options available and protecting against potential pitfalls can be overwhelming for many people. One…

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Why Roth IRAs Are Still Red-Hot

Why Roth IRAs Are Still Red-Hot

By wfalwadmin

What's the next big thing in financial planning? It's actually something that has been around for years: the Roth IRA.…

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WEST FINANCIAL ADVISORS LLC.

Grow And Protect Your Wealth With Objective Advice

Independent, Comprehensive, Caring

As an independent wealth management firm, West Financial Advisors offers you personalized financial planning services based on your life goals and guided by your best interests.

Our mission is to help you grow and protect the assets you’ve worked hard to earn and build. We put our experience to work for you by:

  • Taking the time to understand your needs and aspirations.
  • Creating a comprehensive financial plan that addresses retirement income, investment management, estate planning, and other concerns.
  • Monitoring your investments and your overall plan objectives.
  • Staying in contact with you on a regular basis.

Attaining financial security is a marathon, not a sprint. Let West Financial Advisors be your trusted partner for the long term. As a Registered Investment Advisor, we offer objective advice on a fee-only basis, free from sales quotas and commissions.

We also help companies that offer retirement plans to their employees. We design and administer closely held business retirement plans with services covering employee benefits, executive compensation and benefits, stock options, restricted stock, and pension analysis.

 

 

 


College Funding for Working Wealthy
The purpose of this report is to inform “Working Wealthy” households (+$100,000 annual income) of key concepts related to planning for post-secondary education funding.  This paper includes information about the cost of college, funding sources, and strategies to help you get ready for it. Click here to receive a free copy of our report so you can start planning for college today!

 

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At West Financial Advisors, we work hard to maintain regular contact with you and to help you understand what we do. That’s why we’ve made the commitment to engage with social media. Please visit our sites on: